Avoro vs Deep vs Perceptive — Portfolio Comparison

Avoro vs Deep vs Perceptive — Portfolio Comparison | BiotechEdge

Converging (3)

Funds agree

Positions where all selected funds are moving in the same direction — all adding or all trimming.

Ticker	Company	Avoro	Deep	Perceptive
BMRN	BioMarin Pharmaceutical Inc.	Added$XX.XM	Added$XX.XM	New$XX.XM
PCVX	Vaxcyte Inc.	Added$XX.XM	Added$XX.XM	Added$XX.XM
AKRO	Akero Therapeutics Inc.	Added$XX.XM	Added$XX.XM	Added$XX.XM

Shared Positions (4)

Held by all 3 funds

Ticker	Company	Avoro	Deep	Perceptive
SRPT	Sarepta Therapeutics Inc.	Held$XX.XM	Added$XX.XM	Added$XX.XM
ITCI	Intra-Cellular Therapies Inc.	Held$XX.XM	Held$XX.XM	Trimmed$XX.XM
SLNO	Soleno Therapeutics Inc.	Held$XX.XM	New$XX.XM	Held$XX.XM
ORKA	Oruka Therapeutics, Inc.	Held$XX.XM	Trimmed$XX.XM	Trimmed$XX.XM

Divergent Activity (15)

Funds disagree

Positions where selected funds are taking different actions — one adding while another trims.

Ticker	Company	Avoro	Deep	Perceptive
ASND	Ascendis Pharma A/S	Trimmed$XX.XM	—	Added$XX.XM
APLS	Apellis Pharmaceuticals Inc.	Held$XX.XM	Trimmed$XX.XM	Added$XX.XM
MDGL	Madrigal Pharmaceuticals Inc.	Trimmed$XX.XM	—	New$XX.XM
ARGX	argenx SE	Held$XX.XM	Trimmed$XX.XM	Added$XX.XM
CNTA	Centessa Pharmaceuticals plc	Trimmed$XX.XM	Added$XX.XM	Added$XX.XM

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Partial Overlap (33)

Held by 2 of 3 funds

Positions shared by some but not all selected funds.

Ticker	Company	Avoro	Deep	Perceptive
FOLD	Amicus Therapeutics Inc.	Held$XX.XM	—	Added$XX.XM
CERE	Cerevel Therapeutics Holdings Inc.	Added$XX.XM	—	Added$XX.XM
KYMR	Kymera Therapeutics Inc.	Held$XX.XM	New$XX.XM	—
VRNA	Verona Pharma plc	—	Trimmed$XX.XM	Trimmed$XX.XM
IOVA	Iovance Biotherapeutics Inc.	Added$XX.XM	—	Added$XX.XM
CYTK	Cytokinetics Incorporated	New$XX.XM	Added$XX.XM	—
IMVT	Immunovant Inc.	—	Added$XX.XM	Added$XX.XM
VKTX	Viking Therapeutics Inc.	New$XX.XM	—	Added$XX.XM
ACLX	Arcellx Inc.	—	New$XX.XM	Held$XX.XM
CBAY	CymaBay Therapeutics Inc.	Added$XX.XM	—	Held$XX.XM
TERN	Terns Pharmaceuticals Inc.	Added$XX.XM	Added$XX.XM	—
ALNY	Alnylam Pharmaceuticals Inc.	New$XX.XM	New$XX.XM	—
APGE	Apogee Therapeutics Inc.	—	Held$XX.XM	Added$XX.XM
MLTX	MoonLake Immunotherapeutics	Added$XX.XM	Added$XX.XM	—
TVTX	Travere Therapeutics Inc.	—	New$XX.XM	Added$XX.XM
TARS	Tarsus Pharmaceuticals Inc.	—	Added$XX.XM	Held$XX.XM
AXSM	Axsome Therapeutics Inc.	—	Added$XX.XM	Added$XX.XM
OCUL	Ocular Therapeutix Inc.	Added$XX.XM	Added$XX.XM	—
ROIV	Roivant Sciences Ltd.	New$XX.XM	—	Added$XX.XM
INSM	Insmed Incorporated	—	Added$XX.XM	Added$XX.XM
ETNB	89bio Inc.	Trimmed$XX.XM	Trimmed$XX.XM	—
ALKS	Alkermes plc	Added$XX.XM	Added$XX.XM	—
NRIX	Nurix Therapeutics Inc.	—	Added$XX.XM	Added$XX.XM
EXAS	Exact Sciences Corporation	—	New$XX.XM	Added$XX.XM
AUTL	Autolus Therapeutics plc	New$XX.XM	Added$XX.XM	—
BBIO	BridgeBio Pharma Inc.	—	Added$XX.XM	Held$XX.XM
DFTX	Definium Therapeutics, Inc.	New$XX.XM	New$XX.XM	—
MNMD	Mind Medicine Inc.	New$XX.XM	New$XX.XM	—
AAVXF	Abivax S.A.	—	Held$XX.XM	Added$XX.XM
KURA	Kura Oncology, Inc.	Added$XX.XM	Added$XX.XM	—
RARE	Ultragenyx Pharmaceutical Inc.	Added$XX.XM	Held$XX.XM	—
IVVD	Invivyd, Inc.	—	New$XX.XM	New$XX.XM
ENGNW	enGene Holdings Inc.	—	Added$XX.XM	Added$XX.XM

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Converging (3)

Shared Positions (4)

Divergent Activity (15)

Partial Overlap (33)

See what makes each fund unique

Avoro Capital Advisors15 unique

Deep Track Capital37 unique

Perceptive Advisors45 unique